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To begin work on your personalized Estate Plan, please follow these easy steps:
To download the item appropriate for you, click the icon to the left of the description below. Depending you your browser settings, you will either then download the file or have it open in your browser. If the latter, there is a "save" icon at the top which will allow you to save a copy to your computer.
1. Download or open one of the retainers below, for an individual or a couple:
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Retainer for one person This is our agreement describing what I will provide and your agreement to pay my fee |
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Retainer for two people This is our agreement describing what I will provide and your agreement to pay my fee |
| 2 .Download or open my exclusive users Guide | |
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Planning Your Estate Please read this guide book before completing your information form. It provides extensive information about the law that will help you make your decisions. |
| 3. Download or open my exclusive Information form | |
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Individual information form Ues this if only one person is planning an estate. This form will ask you for your information, who you wish to leave your estate to, who will be your health and financial appointees, etc. |
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Two people who will create two separate trusts I strongly recommend using separate trusts for each of you. This form will ask you for your information, who you wish to leave your estate to, who will be your health and financial appointees, etc. |
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Two people who will create one joint trust In this format you will have one trust for both of you. This form will ask you for your information, who you wish to leave your estate to, who will be your health and financial appointees, etc. |
